Is Redtail cloud based?
Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.
Is Red Tail Free?
Redtail’s free mobile app keeps you connected to your CRM data, even when you don’t have access to a computer or a tablet. If you have your phone on you, Redtail Mobile means you’re in business!
Does Redtail have an app?
The Redtail CRM app is free-to-use for subscribers. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users.
How much is red tail?
Redtail CRM’s pricing is straightforward, costing $99 per month unless you are affiliated with a broker dealer. That price includes up to 15 users. If you need more than 15 users, you would need to sign up for another CRM subscription, which allows an additional 15 users.
What does Redtail CRM do?
The software features Redtail Imaging, which is the software’s document management tool that helps you keep track of all images and create audit trails of all interactions between the user and the system. And its Redtail email feature can help users retrieve and report on email correspondence.
What is Redtail imaging?
Redtail Imaging provides you with an organized and efficient method of document management and integrates with your CRM client records, allowing you to retrieve exactly what you need anywhere that you have access to the internet.
Who built Red Tail Golf Course?
Redtail is an exclusive course in Port Stanley, south of London, Ontario. Donald Steel and Tom Mackenzie designed it at the behest of two London businessmen, Chris Goodwin and John Drake, who commissioned the construction of their own, private golfing playground.
How much is redtail a month?
What’s the phone number for redtail technology support?
Call 800-206-5030. Our main hours are Monday to Friday 5am-5pm Pacific Time. Send your questions and inquiries via email to [email protected], or fill out the form on our contact page.
How to manually add an account to a contact record in redtail?
How do I manually add an account to a contact record in Redtail? How do I link a document to an activity? Contact Overview: Primary VS. Preferred Have a suggestion for our Development Team?
What do you need to know about redtail imaging?
Electronic document storage, linked to contact records in Redtail CRM. Let us help you take control of your documents. Is it for you? If you’re ready to reduce clutter by going paperless, Redtail Imaging has you covered.
How to create custom labels for use with redtail technology?
Contact Overview: Primary VS. Preferred Have a suggestion for our Development Team? How do I create custom labels for use with Redtail? How do I address a letter to both spouses when running mail merges? Can I Add Additional Account Asset Types To My Database? Can I Add Additional Account Tax Qualified Types To My Database?